Chief Manager

Job Description

Job Title: Chief Training Manager-New Growth Areas

Parent Department: Distribution Capability Centre (DCC)
Locations:04

1.Delhi

2.Ahmedabad

3.Pune

4. Bangalore

Reporting to: Head Training-New Growth Areas

Experience Required: 8-12 years in Training & Development & Sales Management in Life Insurance or Financial Services . Experience in the fields of taxation/ NRI markets/affluent markets/ Business Insurance will be added advantage

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Role Overview:

The Chief Training Manager-New Growth Areas will lead the design and delivery of capability-building programs focused on emerging segments such as NRIs, affluent customers, business insurance clients apart from protection and annuity market. This role is responsible for equipping sales teams, distribution partners, and other stakeholders with the knowledge, skills, and tools required to successfully penetrate and grow these niche markets.

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Key Responsibilities:

Program Development

- Design specialized training content covering product knowledge, taxation, market nuances, regulatory requirements, sales techniques, and relationship management for these segments.

Training Delivery & Enablement

- Plan and conduct training sessions, workshops, and webinars for sales teams and distribution partners.
- Use blended learning approaches including classroom sessions, e-learning modules, virtual training, and on-the-job coaching.
- Develop and deploy train-the-trainer (TTT) programs to build internal capability for sustained training delivery.

Sales Support & Performance Coaching

- Partner with sales leadership to identify skill gaps and performance challenges in the new growth areas.
- Provide ongoing training, coaching and mentoring to sales teams and advisors to improve conversion and persistency rates.
- Support onboarding and induction of new sales teams focused on these markets
- On-the-job training & field support in terms of case preparation/ FODs for high ticket size cases

Collaboration & Stakeholder Management

- Work closely with sales to identify training needs, drive training attendance , align training initiatives with business execution & provide regular updates of training progress

- Work closely with content, SMEs, marketing, product, and underwriting teams to develop content & marketing collaterals
- Liaise with external training vendors or consultants as needed for specialized content or delivery.

Measurement & Continuous Improvement

- Establish metrics to measure training effectiveness and business impact in these segments.
- Collect feedback from participants and stakeholders to refine and enhance training programs.

- Collect competition, industry & regulator insights on regular basis

- Stay abreast of industry trends, regulatory changes, and best practices to continuously evolve the training approach

----------------------------------------

Expected Challenges

- Customized content & collaterals readiness on time
- Seller and QC teams capability development on documentation and primary underwriting
- Versatility to handle multiple growth areas in multiple geographies with multiple target audience
- Ability to travel
- Pushing the participant to action-implementation of the learnings to get the business
- Creating enough buy in sales stakeholders for training and related business drives
- Visibility of Training drives and application of learning

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Measure of Success

- Execution of classroom, virtual ,self-learning and On-the-Job Training Plan
- Session Attendance: 85% AI based role play completion: 80%
- Assessment: Appear 90%Pass 80% Average Score: 80%
- Training Session Feedback Score: 4.25 on 5 -point scale
- Opening of Sales Calls by the training participants as per the targets
- 20% growth in High Growth Areas

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Key Requirements:

Education:

- Graduate/Postgraduate degree in Business Administration, Finance, or related field/Charted Accountant
- Certifications/qualifications in Learning & Development/Financial Markets/Taxation/Investment/Instructional Design will be added advantage

Experience:

- 8-12 years of experience in training & development in the life insurance or financial services industry.
- Experience designing and delivering sales training programs for niche markets like NRIs, affluent clients, or business insurance is added advantage

Skills & Competencies:

- Strong understanding of life insurance products and sales processes
- Excellent facilitation skills with understanding of adult learning principles, instructional design, and digital/blended learning methodologies.
- Field Orientation-open to on-the -job training and FODs for high ticket cases
- Excellent stakeholder management & communication skills.
- Data-driven approach to assess training effectiveness and improve programs.
- Ability to work cross-functionally and influence multiple stakeholders.
- Flexible to travel extensively.

Job Title: Chief Training Manager-New Growth Areas

Parent Department: Distribution Capability Centre (DCC)
Locations:04

1.Delhi

2.Ahmedabad

3.Pune

4. Bangalore

Reporting to: Head Training-New Growth Areas

Experience Required: 8-12 years in Training & Development & Sales Management in Life Insurance or Financial Services . Experience in the fields of taxation/ NRI markets/affluent markets/ Business Insurance will be added advantage

----------------------------------------

Role Overview:

The Chief Training Manager-New Growth Areas will lead the design and delivery of capability-building programs focused on emerging segments such as NRIs, affluent customers, business insurance clients apart from protection and annuity market. This role is responsible for equipping sales teams, distribution partners, and other stakeholders with the knowledge, skills, and tools required to successfully penetrate and grow these niche markets.

----------------------------------------

Key Responsibilities:

Program Development

- Design specialized training content covering product knowledge, taxation, market nuances, regulatory requirements, sales techniques, and relationship management for these segments.

Training Delivery & Enablement

- Plan and conduct training sessions, workshops, and webinars for sales teams and distribution partners.
- Use blended learning approaches including classroom sessions, e-learning modules, virtual training, and on-the-job coaching.
- Develop and deploy train-the-trainer (TTT) programs to build internal capability for sustained training delivery.

Sales Support & Performance Coaching

- Partner with sales leadership to identify skill gaps and performance challenges in the new growth areas.
- Provide ongoing training, coaching and mentoring to sales teams and advisors to improve conversion and persistency rates.
- Support onboarding and induction of new sales teams focused on these markets
- On-the-job training & field support in terms of case preparation/ FODs for high ticket size cases

Collaboration & Stakeholder Management

- Work closely with sales to identify training needs, drive training attendance , align training initiatives with business execution & provide regular updates of training progress

- Work closely with content, SMEs, marketing, product, and underwriting teams to develop content & marketing collaterals
- Liaise with external training vendors or consultants as needed for specialized content or delivery.

Measurement & Continuous Improvement

- Establish metrics to measure training effectiveness and business impact in these segments.
- Collect feedback from participants and stakeholders to refine and enhance training programs.

- Collect competition, industry & regulator insights on regular basis

- Stay abreast of industry trends, regulatory changes, and best practices to continuously evolve the training approach

----------------------------------------

Expected Challenges

- Customized content & collaterals readiness on time
- Seller and QC teams capability development on documentation and primary underwriting
- Versatility to handle multiple growth areas in multiple geographies with multiple target audience
- Ability to travel
- Pushing the participant to action-implementation of the learnings to get the business
- Creating enough buy in sales stakeholders for training and related business drives
- Visibility of Training drives and application of learning

----------------------------------------

Measure of Success

- Execution of classroom, virtual ,self-learning and On-the-Job Training Plan
- Session Attendance: 85% AI based role play completion: 80%
- Assessment: Appear 90%Pass 80% Average Score: 80%
- Training Session Feedback Score: 4.25 on 5 -point scale
- Opening of Sales Calls by the training participants as per the targets
- 20% growth in High Growth Areas

----------------------------------------

Key Requirements:

Education:

- Graduate/Postgraduate degree in Business Administration, Finance, or related field/Charted Accountant
- Certifications/qualifications in Learning & Development/Financial Markets/Taxation/Investment/Instructional Design will be added advantage

Experience:

- 8-12 years of experience in training & development in the life insurance or financial services industry.
- Experience designing and delivering sales training programs for niche markets like NRIs, affluent clients, or business insurance is added advantage

Skills & Competencies:

- Strong understanding of life insurance products and sales processes
- Excellent facilitation skills with understanding of adult learning principles, instructional design, and digital/blended learning methodologies.
- Field Orientation-open to on-the -job training and FODs for high ticket cases
- Excellent stakeholder management & communication skills.
- Data-driven approach to assess training effectiveness and improve programs.
- Ability to work cross-functionally and influence multiple stakeholders.
- Flexible to travel extensively.

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